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Fundamentals of Insurance Planning

Author/Moderator: Burton T. Beam, Jr. and Eric A. Wiening
Publisher: Other
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This course is offered as a partnership with AICPA and The American College.  It uses the same material as The American College’s course HS 311, however, the format has been adapted to better meet the needs of CPAs.  (Please note that this course is not part of any matriculated designation or degree program offered by The American College.)

This course covers the basic concepts of Insurance Planning.  It is updated every 18-24 months to include reference to current laws; however, the basic concepts and principles do not change significantly from previous editions. 

PFS Holders/PFP Section Members Save – $50 on the course, $15 on the CD, and $20 DVD study aids
When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any difficulties, please contact the AICPA Service Center at 888-777-7077 or

>> Find out more information on the Personal Financial Planning Member Section and the PFS credential.

This course addresses the following areas:

  • Focuses on the role of planning for insurance needs.
  • Covers basic concepts in risk management and insurance, insurance industry operations, legal principles pertaining to this industry, and regulation of insurers.
  • Examines social insurance, life insurance and annuities, medical and disability income insurance, long-term care insurance and personal property and liability insurance.
  • Concludes with an overview of commercial property and liability insurance and a case study.

Course materials include:

  • Course book with CPE materials
  • Textbook:  Fundamentals of Insurance Planning, Fourth Edition
  • Supplement

Optional study aids will soon also be available: 

  • A 4 CD audio review set covering all 20 chapters of the book
  • A 5 DVD video lecture set covering 10 classes

Note that these optional materials do not provide any CPE credit and will not increase the CPE hours if purchased along with the course. They are available as a learning aid for the course #757400013.

This course is one of a series of personal financial planning courses offered with The American College. This series is designed to provide a solid educational foundation for the Personal Financial Specialist (PFS) credential. The other courses in the series are:

If you have any inquiries, please direct them to or call 888-777-7077, option 4.

NASBA Field of Study: Specialized Knowledge and Applications
Level: Basic
Recommended CPE Credit: 30.5
Fundamentals of Insurance Planning
(CPE included)
Product# 757400013
Availability: Vendor Product
AICPA Member:$200.00
Your Price:$250.00
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